7658 results found
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hide sections mapped from Salesforce
An ability to hide the sections (not delete) mapped from Salesforce
4 votes -
Forms workflow: embed form link to the document
Allow to embed the form to the document (for example in case of T&Cs, etc.) without the recipient having to re-enter their personal information for form.
3 votes -
55 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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1 vote
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Reduce steps to "Upload New Document" after the first one.
Currently after you click "send" it opens a window that says "Create New document", then you have to choose "Blank", then you have to choose "Upload file".
I have to often upload several different documents in a row, so it would be nice if there was an option to "Upload New Document" right after hitting "send" from the previous one.1 vote -
Option to download signed doc as JPEG
Option to download signed doc as JPEG
1 vote -
1 vote
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1 vote
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1 vote
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5 votes
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salesforce: select products you want to appear in pricing table from the opp
SFDC Integration: any way to filter the products on a quote to be included on the contract. i.e. have 6 products on opp but only want to show 5. For example, want SLA to be included on opp as product but don't need that pull into product table. Workaround is using mapping products feature but still too much human error to count on sales reps to delete the product. Other workaround is approval workflow for manager to QC product is removed. Ideally want logic they can set up to take care of this so it's just automated
4 votes -
Daylite CRM
Native integration with Daylite CRM
1 vote -
Alert when the document's name already exist on the account
system to detect that a quote name already exists, so it gives us an alert or something
1 vote -
Text field with point forms
Point form such as
1.
1.1
1.22.
2.1
2.21 vote -
7 votes
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33 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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[Bulk Action] Update multiple catalog items (duplicate, rename, tags)
Copy Catalog Items and save as a new item
40 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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No placeholders by default for text fields
Option to have no placeholder for fillable fields (leave blank)
1 vote -
Add Subscriptions to Pricing table
Add advanced subscription pricing capabilities, so the recipient may select the subscription and items within it within pricing table
5 votes -
Prorated invoice option (automatic)
Prorated invoice option (automatic). The option that allows automatically calculate the part of the whole price of the product based on the time period.
9 votes
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